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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,548 | $98,240-34.3% | $82,312-21.6% | $147,586-56.3% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 9.94% | 30.85%-20.9pp | 25.88%-15.9pp | 578.59%-568.7pp |
| Employer contribution / active EE | $666 | $3,192-79.1% | $2,428-72.6% | $4,876-86.3% |
| Participant deferral / active EE | $2,219 | $4,383-49.4% | $3,706-40.1% | $5,439-59.2% |
| Admin fee / account holder | $11,120 | $8,563+29.9% | $5,608+98.3% | $10,886+2.1% |